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Tax Preparer, 111 (Lead) Resume Example

Resume Score: 80%

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TAX PREPARER, 111 (LEAD)
Professional Summary

Highly motivated, multi-talented and diversified business professional with over 25 years in the financial services industry. Proven success in leadership, operational excellence and organizational development, with a keen understanding of the banking and life insurance industry. Five successful years in individual tax return preparation within a fast-paced, high volume environment. Skilled in generating new business based on an unrelenting focus on personalized relationship building with clients.

Skills
  • Tax Returns Preparation
  • Estimations
  • Calculations
  • Tax Planning
  • QuickBooks proficiency
  • Financial statements expertise
  • Payroll familiarity
  • Account reconciliation
  • Time management
  • Interpersonal strengths
  • Relationship building
  • Verbal/written communication
  • Detail-oriented
  • Customer service oriented
Work History
Tax Preparer, 111 (Lead), 12/2015 to Current
Tax Services Of America – Snellville, G.A.
  • Manage assigned location.
  • Interview clients to collect information and gather paperwork prior to preparing tax returns.
  • Review clients tax documents to determine eligibility for additional tax credits or deductions.
  • Maintain complete records of client tax returns and supporting documentation in secured areas.
  • Offer clients recommendations to reduce tax liabilities.
  • Pursue policies and procedures to promote client retention.
Tutor, 02/2014 to Current
Wyzant Inc. – Chicago, IL
  • Plan lessons for one-hour duration, to strengthen weak subjects and build skills on stronger ones.
  • Collaborate with students to complete homework assignments, identify lagging skills and correct weaknesses.
  • Structure activities towards interactive learning, such as, word analysis, reading understanding and fluency skills.
  • Consult with parents on progress and concerns.
Life Insurance Sales Agent, 01/2007 to 12/2007
Monumental Insurance Company – Fort Lauderdale, FL
  • Scheduled appointments and consultations with prospective clients, to determine needs and financial situations.
  • Sold policies to new and existing clients.
  • Up-sold additional products and services to existing clients.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Conducted group meetings of over 100 people to cultivate new business opportunities.
  • Collected premiums and addressed client's needs and concerns.
  • Organized and collected medical specimens to comply with underwriting requirements.
Medical Assistant, 04/2000 to 05/2005
Dr. Judith Sweetbaum – Margate, FL
  • Obtained patient's medical history, weight, temperature and blood pressure.
  • Assisted with routine checks and collection and processing of specimens.
  • Prepared blood, urine, stool and sputum lab specimens for diagnostic evaluation.
  • Administer vaccinations as ordered by physician.
  • Maintained detailed information of test results, and called patients with negative results.
  • Referred positive lab test results to physician to speak with patients.
  • Sanitized, restocked and organized exam rooms and medical equipment.
Education
MBA: International Business, 06/2009
Keiser University - Fort Lauderdale, FL
  • Graduated with 4.0 GPA
  • Graduated cum laude
  • Recipient of Keiser University Scholarship
Bachelor of Arts: Criminal JusticeKeiser University - Fort Lauderdale, FL
  • Recipient of Keiser University Scholarship.
  • Member of Phi Theta Kappa.
  • Dean's List (All semester's 2004-2008.
  • Graduated with 3.90 GPA.
  • Graduated cum laude.
  • Class Valedictorian (2008).
Associate of Arts: AccountingGwinnett Technical College - Lawrenceville, GA
  • Pursuing Associates of Arts degree (Expected graduation date June 2021)
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Resume Overview

Companies Worked For:

  • Tax Services Of America
  • Wyzant Inc.
  • Monumental Insurance Company
  • Dr. Judith Sweetbaum

School Attended

  • Keiser University
  • Gwinnett Technical College

Job Titles Held:

  • Tax Preparer, 111 (Lead)
  • Tutor
  • Life Insurance Sales Agent
  • Medical Assistant

Degrees

  • MBA : International Business , 06/2009
    Bachelor of Arts : Criminal Justice
    Associate of Arts : Accounting

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